Whitepapers
Financial & Tax Whitepapers
Our white paper reports feature important financial and tax-related information we hope you will find useful. Please contact us for additional information.
Data for Personal
Representatives,
Heirs & Beneficiaries
We prepared these data forms for educational purposes only. They must not be construed as the rendering of legal advice.
A Brief Discussion
of S.C. Health Care
Advance Directives
As of 2020, there are approximately seventy million Americans who are age 65 or older. These Americans differ widely in race, ethnicity, sex, health status, political beliefs and socio-economic status. However, they usually do have two things in common…
A Brief Discussion
of the CARES Act
In late March, in response to the worldwide coronavirus pandemic, the U.S. Congress passed the Coronavirus Aid, Relief and Economic Security Act (the CARES Act). President Trump signed the CARES Act into law on Sunday March 27, 2020.
The Tax Cuts and
Jobs Act (TCJA)
The Tax Cuts and Jobs Act of 2017 (TCJA) became law in December 2017. In this whitepaper, we will summarize many of the important provisions of the TCJA.
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